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Why we’re at the beginning of the AI hardware boom

Lenny's Podcast

Listen on: Spotify | YouTube | Apple Podcasts | Podlink (1 h 39 m)

Topics: AI | Hardware | Robotics | Startups | Technology

Caitlin Kalinowski, former hardware leader at OpenAI, Meta and Apple, explains why AI is pushing builders into robotics, drones and physical products.

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She argues software gains will saturate, making the physical world the next frontier for AI.

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She breaks down why hardware needs strict goals, fewer redesigns, and ruthless focus on reliability, yield and cost.

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She warns that supply chain shocks, memory shortages and unsafe humanoids will shape the next hardware wave.

There's a meteor called Memory Prices that are coming for consumer hardware and robotics — Caitlin Kalinowski